Knowledge
Find and read the SOPs, training and policies shared with Schedulers.
What it's for
Knowledge is the agency's library: how-to guides (SOPs), training and policies. You see the documents an administrator has published for Schedulers.
Before you start
- You're signed in as a Scheduler.
- For a full test, an administrator has published at least one document with Scheduler ticked under Who can read it once published, and one without it.
Steps
Open Knowledge
In the menu on the left, click Resources → Knowledge. The title is Knowledge, with the line SOPs, training and policies for your role.
Search
Type in Search titles, categories and text… and press Enter (or click elsewhere). The list shows the documents that match.
Show one type
Open the type list (it says All types) and pick SOP, Training, Policy or Other.
Open a document
Click a card. It opens the matching page of your own guide (the same pages as Help & guides in the menu at the bottom left), so you always read the steps for your role.
What you should see
- Only published documents shared with Schedulers.
- With nothing shared yet: No documents yet and Documents shared with your role appear here.
- When a search or type finds nothing: No documents match.
Test checklist
Good to know
Only administrators write and publish documents. If you need a document that isn't there, ask an administrator to share it with Schedulers.